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JPMorgan Chase
JPM

Overview Fund Activity

3,962 hedge funds and large institutions have $362B invested in JPMorgan Chase in 2023 Q4 according to their latest regulatory filings, with 448 funds opening new positions, 1,564 increasing their positions, 1,632 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,962
Holders Change
+283
Holders Change %
+7.69%
% of All Funds
58.08%
Holding in Top 10
636
Holding in Top 10 Change
+128
Holding in Top 10 Change %
+25.2%
% of All Funds
9.32%
New
448
Increased
1,564
Reduced
1,632
Closed
102
Calls
$8.1B
Puts
$10.4B
Net Calls
-$2.29B
Net Calls Change
-$287M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.4B
2
State Street
State Street
Massachusetts
+$543M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$542M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$483M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$396M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$509M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$477M
3
Bank of America
Bank of America
North Carolina
-$325M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$323M
5
Millennium Management
Millennium Management
New York
-$240M
Name Holding Trade Value Shares
Change 		Shares
Change %
WH
2876
Willner & Heller
California
$895K +$895K +5,259 New
HS
2877
Horan Securities
United States
$891K +$1.87K +11 +0.2%
PCS
2878
Private Client Services
Kentucky
$891K +$891K +5,237 New
LI
2879
LVZ Inc
Michigan
$889K – – –
BCM
2880
Barden Capital Management
Texas
$889K – – –
DWM
2881
Dechtman Wealth Management
Colorado
$887K -$46.6K -274 -5%
RWM
2882
Reston Wealth Management
Virginia
$886K +$37.4K +220 +4%
TA
2883
Tectonic Advisors
Texas
$885K +$56.8K +334 +7%
AFG
2884
ABLE Financial Group
Arizona
$883K -$2.89K -17 -0.3%
MWPCG
2885
Measured Wealth Private Client Group
New Hampshire
$883K +$368K +2,162 +71%
OPW
2886
Oxler Private Wealth
New York
$882K +$2.89K +17 +0.3%
PA
2887
PFW Advisors
Georgia
$881K +$143K +840 +19%
Harris Associates
2888
Harris Associates
Illinois
$880K – – –
CAM
2889
Campion Asset Management
Virginia
$880K – – –
WIC
2890
Wilkins Investment Counsel
Massachusetts
$879K -$55.8K -328 -6%
AGWCA
2891
Annis Gardner Whiting Capital Advisors
Florida
$879K +$85K +500 +11%
IPAM
2892
Investment Partners Asset Management
New Jersey
$878K +$878K +5,159 New
ACP
2893
Aveo Capital Partners
Colorado
$876K +$101K +591 +13%
BAM
2894
BOS Asset Management
Illinois
$876K -$189K -1,113 -18%
SWM
2895
Shelton Wealth Management
Texas
$876K +$311K +1,830 +55%
KFA
2896
Krane Funds Advisors
New York
$875K -$125K -734 -12%
SL
2897
Salomon & Ludwin
Virginia
$872K – – –
BA
2898
Bluesphere Advisors
Pennsylvania
$872K -$324K -1,905 -27%
HAM
2899
Hedges Asset Management
Nevada
$868K – – –
PWM
2900
Proathlete Wealth Management
Florida
$867K +$867K +5,096 New
114 115
116
117 118